our-team

Our Team

We at Bridgewood Private Wealth operate under an open architecture that encourages personal development in our staff and excellence in our service delivery. While every client enjoys a close personal relationship with a senior financial advisor our team works closely with clients so, over time, you are likely to have interaction with all of our staff.

Jake Mounsey CFP®
Director and Private Client Adviser

Bachelor of Business (Banking & Finance)
Diploma of Financial Planning
Certified Financial Planner (CFP) Program
Certificate IV and Diploma of Mortgage Broking
Accredited Mortgage Consultant (MFAA)

Jake Mounsey is a credit representative (399696) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).

Jake was a founding member of Bridgewood, having over 15 years experience, and is now a director and a responsible manager of the Australian Financial Services License held with the Australian Securities and Investment Commission (ASIC). Jake jointly owns Bridgewood with fellow shareholder, Nicholas McKay.

Jake is an affiliate member of the Financial Planning Association and is also a licensed credit representative under the Australian Credit License held by BLSSA Pty Ltd (one of Australia’s largest mortgage aggregators).

Within the business Jake’s key roles involve research, investment management, and strategic advice to a varied client base. He also manages our personal lending division which is able to assist clients with their lending needs (predominantly home loans and investment loans).

Nicholas McKay
Director and Private Client Adviser

Bachelor of Business (Marketing)
Diploma of Financial Planning
Graduate Diploma of Property
Member of the Association of Financial Advisers

Nick is a Director and Responsible Manager of Bridgewood. Nick has worked at Bridgewood for over 15 years and jointly owns Bridgewood with fellow shareholder, Jake Mounsey.

Within the business Nick’s key roles involve advising a varied client base on things such as investments, insurance, superannuation and retirement planning.

Vanesha Arini
Paraplanner
Bachelor of Commerce (Banking & Finance)
Diploma of Financial Planning
Masters of Business Administration
Vanesha joined our team in 2017 in a paraplanning role and is responsible for the writing of strategy documents including superannuation, investment, retirement planning, Risk/ Insurance, and Aged Care. Vanesha plays a leading role in managing our clients risk management needs.

Carly Hopkins
Practice Administration Coordinator
Carly joined our team in 2018 and is responsible for administrative support to the directors, client advisers and directly to clients.

William McGee CFP(r) SSA
Diploma of Financial Planning
Certified Financial Planner (CFP) Program
Diploma of Business (Banking & Finance)
SMSF Specialist Adviser Accreditation Program

William (Bill) has 20 years' experience in the financial advice industry previously as shareholder and director of Woodland McGee Financial Services Pty Ltd (self-licenced financial planning practice). More recently Bill was senior financial planner for Meritum Financial Planning Pty Ltd and joined Bridgewood in early 2018.

Bill is a CFP member of the FPA, is an accredited Self-Managed Super specialist advisor and completed studies in listed products and aged care.

Bill's roles within the business revolve around pre-retirement and retirement planning as well as social security, aged care and investment management advice.

Anthony Lucarelli
Paraplanner
Bachelor of Business (international business) Graduate Diploma in Financial Planning Anthony joined our team in 2019 in a paraplanning role. Anthony's key responsibilities include advice preparation and client administration.

Other consultants/stakeholders

William Anderson - Bill was a founding director/shareholder of Bridgewood and although he recently retired his directorship he continues to provide support to the business on a consulting basis.
Robyn Lewtas - While Robyn is employed by Anderson Partners she is typically the first person you will meet or talk to when dealing with us.
Luke Martin - Luke works closely with the directors and provides back office accounting services to Bridgewood.